Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,146 | $71,230-74.5% | $93,727-80.6% | $80,959-77.6% |
| Participation rate | 57.1% | 60.4%-3.3pp | 68.7%-11.6pp | 67.7%-10.5pp |
| Annual return | 6.70% | 11.26%-4.6pp | 133.83%-127.1pp | 35.67%-29.0pp |
| Employer contribution / active EE | $985 | $1,565-37.0% | $2,421-59.3% | $2,757-64.3% |
| Participant deferral / active EE | $2,851 | $4,037-29.4% | $4,417-35.5% | $4,300-33.7% |
| Admin fee / account holder | $6,086 | $6,961-12.6% | $8,292-26.6% | $6,925-12.1% |